Client Portal
under review
U
Unlikely Toucan
I NEED to have clients view and sign off on their profile. Simple things like to confirm the spelling of their names, DOB are top priority. I just spent HOURS with a new client who put in the "ir" in her last name when it should have been "ri" and I could not send her any information to confirm this with her new trip. Flights had to be rebooked, reservation updated....hours....
W
Wheat Scallop
Client portal should be able to allow guest to view their profile and current info it has in there and update them. Now we use the contact form as a workaround but it's not very viable as clients have to enter all details from 0 not view/edit what we already have there. Also, at every contact card we should be able to send them an invite to update their profile (for example when info are missing).
N
Neon green Sawfish
Yes! I need a to-do list for the client with forms they need to fill out and days til milestones in their trip (like dining reservations being made, Lightning lanes being made, or the start of their trip)
S
Serenity blue Lizard
Photo Viewer
View photos in a modal
D
Distant Blackbird
There's so many merged post requests on here, i really hope it's on the road map for this year
Andrew Hooker
Merged in a post:
Client Portal / Client App - Client Care
K
Key Canidae
I would love to see something where we can input information for items like dining suggestions, next steps, in-destination recommendations, links to items they need to do pre trip like register to enter certain countries, etc. and it would show as a separate tab of sorts on the client end for easy reference.
Client Care items we would send in an email, but also in a place where they can easily access it in the future. And let's face it, not everyone reads their emails. 🙃
Currently I'm putting this information in "Trip Details" and changing the name; however, it really clogs up the itinerary. A separate area for this information to live would look sleek and make us look like rockstars.
Thank you.
Andrew Hooker
Merged in a post:
Can we please add in the client details a spot for them to enter their weight? When booking certain excursions I need to enter the clients weight and for some it gets uncomfortable when I ask. Having a spot for them to list it before I would have to ask would be great.
L
Living Coyote
Autopilot
Merged in a post:
client-facing portal
P
Public Ant
where travelers can log in with their own account,
David Shull
Merged in a post:
CLIENT SELF-EDIT CLIENT PROFILE
L
Lengthy Boa
I would love for each client profile to have a link I can send to a client for them to review and update their information, including all of the basics plus loyalty programs, emergency contacts, etc. It would be even better if it was set up so I could create automations for client profile reviews and updates. This would also solve the problem of Incomplete new client forms.
E
Elegant Peacock
Absolutely! Right now, clients and advisors are often just documenting the documentation. Being able to send a client a link with their existing contact information already populated, allow them to update it as needed, and then automatically carry that information throughout the trip workflow would save a tremendous amount of time and create a much more seamless client experience.
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